DaveManuel.com · Institutional Ownership · Who Owns It
GOLDMAN SACHS ETF TR (GPIX)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
361
Reporting holders
$2.7B
Reported value
0.1%
Calls
0.1%
Puts
+40
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $337.6M | 6,075,240 | 0.08% | 9q | +19.5%+$55.0M |
| BANK OF AMERICA CORP /DE/ | $252.9M | 4,551,025 | 0.02% | 5q | +53.9%+$88.6M |
| WELLS FARGO & COMPANY/MN | $132.3M | 2,380,981 | 0.02% | 9q | +38.8%+$37.0M |
| Requisite Capital Management, LLC | $127.5M | 2,294,749 | 21.08% | 5q | -1.0%-$1.3M |
| HighTower Advisors, LLC | $122.1M | 2,197,203 | 0.12% | 10q | +5.3%+$6.1M |
| MISSION WEALTH MANAGEMENT, LP | $121.4M | 2,185,375 | 1.48% | 5q | +263.9%+$88.1M |
| Cornerstone Advisory, LLC | $95.3M | 1,715,359 | 7.91% | 10q | +7.3%+$6.4M |
| CAPITAL ADVISORS INC/OK | $88.1M | 1,584,564 | 1.30% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $87.8M | 1,580,262 | 0.02% | 5q | +31.1%+$20.9M |
| SK Wealth Management, LLC | $57.9M | 1,026,659 | 13.04% | 8q | +12.8%+$6.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $54.1M | 974,103 | 0.07% | 11q | +27.5%+$11.7M |
| Eaton Financial Holdings Company, LLC | $51.0M | 916,992 | 14.00% | 6q | +3.3%+$1.6M |
| Modern Wealth Management, LLC | $44.9M | 808,515 | 0.54% | 3q | +38.7%+$12.5M |
| AMERIPRISE FINANCIAL INC | $42.5M | 765,288 | 0.01% | new | NEW |
| UBS Group AG | $41.3M | 743,831 | 0.01% | 4q | +79.7%+$18.3M |
| ENVESTNET ASSET MANAGEMENT INC | $39.0M | 701,978 | 0.01% | 5q | -7.8%-$3.3M |
| Cerity Partners LLC | $35.2M | 633,359 | 0.04% | 5q | +10.1%+$3.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.5M | 549,728 | 0.02% | 4q | +29.4%+$6.9M |
| ROYAL BANK OF CANADA | $30.4M | 547,354 | 0.00% | 7q | +45.3%+$9.5M |
| KINTRA WEALTH, LLC | $27.8M | 490,051 | 1.45% | 3q | +13.5%+$3.3M |
| Cetera Investment Advisers | $24.2M | 434,673 | 0.02% | 5q | +47.4%+$7.8M |
| Equitable Holdings, Inc. | $23.7M | 426,110 | 0.14% | 9q | +24.1%+$4.6M |
| OSAIC HOLDINGS, INC. | $22.2M | 400,098 | 0.03% | 10q | +18.8%+$3.5M |
| Graney & King, LLC | $22.0M | 396,389 | 7.92% | 7q | +6.4%+$1.3M |
| WNY Asset Management, LLC | $21.7M | 390,965 | 1.94% | 3q | +1.9%+$407.4K |
| CHILDRESS CAPITAL ADVISORS, LLC | $19.9M | 358,168 | 3.26% | 6q | +30.4%+$4.6M |
| Capital Analysts, LLC | $16.9M | 304,548 | 0.39% | 4q | +13429.5%+$16.8M |
| Hilton Capital Management, LLC | $15.8M | 284,593 | 1.08% | 3q | +0.6%+$101.2K |
| Ellis Investment Partners, LLC | $14.6M | 263,470 | 2.22% | 6q | +4.0%+$556.8K |
| Rockefeller Capital Management L.P. | $14.1M | 254,257 | 0.02% | 5q | +16.9%+$2.0M |
| Kestra Advisory Services, LLC | $13.7M | 247,265 | 0.04% | 5q | +11.3%+$1.4M |
| MGO ONE SEVEN LLC | $12.6M | 226,712 | 0.21% | 11q | +884.6%+$11.3M |
| GOLDMAN SACHS GROUP INC | $12.5M | 225,034 | 0.00% | 5q | +141.0%+$7.3M |
| Mason & Associates Inc | $12.5M | 224,343 | 2.01% | 7q | -2.2%-$278.9K |
| JMAC ENTERPRISES LLC | $12.3M | 220,480 | 2.06% | 9q | +5.6%+$648.4K |
| TRUIST FINANCIAL CORP | $12.0M | 216,301 | 0.01% | 5q | +14.1%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 214,103 | 0.02% | 8q | +29.4%+$2.7M |
| Wick Capital Partners, LLC | $11.9M | 214,500 | 1.80% | 6q | +4.6%+$529.2K |
| Investors Portfolio Services LLC | $10.6M | 190,194 | 8.07% | 3q | +0.6%+$60.8K |
| Markowski Investments | $10.4M | 187,992 | 2.30% | new | FIRST |
| ELEVATION POINT WEALTH PARTNERS, LLC | $10.1M | 182,478 | 0.19% | 2q | +2791.9%+$9.8M |
| Vestmark Advisory Solutions, Inc. | $10.1M | 182,298 | 0.10% | 2q | +2789.0%+$9.8M |
| STIFEL FINANCIAL CORP | $9.5M | 171,766 | 0.01% | 6q | +28.0%+$2.1M |
| Navis Wealth Advisors, LLC | $9.0M | 161,253 | 3.40% | 3q | +242.3%+$6.3M |
| Cambridge Investment Research Advisors, Inc. | $8.7M | 157,174 | 0.01% | 4q | +181.4%+$5.6M |
| MAI Capital Management | $8.4M | 150,834 | 0.03% | new | NEW |
| Richmond Investment Services, LLC | $8.3M | 148,647 | 2.61% | 2q | -45.9%-$7.0M |
| Private Advisor Group, LLC | $8.1M | 146,200 | 0.04% | 9q | +70.2%+$3.4M |
| Steward Partners Investment Advisory, LLC | $7.9M | 142,510 | 0.04% | 7q | +10.3%+$738.3K |
| Delta Investment Management, LLC | $7.5M | 134,102 | 1.23% | 10q | +11.7%+$777.8K |
| Elmwood Wealth Management, Inc. | $7.3M | 132,082 | 1.84% | 10q | +4.2%+$295.0K |
| Bridgewealth Advisory Group, LLC | $7.3M | 130,861 | 1.37% | 3q | +28.2%+$1.6M |
| AlphaStar Capital Management, LLC | $7.0M | 126,337 | 0.45% | new | NEW |
| Arax Advisory Partners | $6.9M | 124,785 | 0.05% | 2q | +494.6%+$5.8M |
| Stratos Wealth Partners, LTD. | $6.7M | 120,167 | 0.07% | 5q | +5.8%+$366.7K |
| Orion Porfolio Solutions, LLC | $6.3M | 113,158 | 0.05% | 3q | +378.3%+$5.0M |
| Cedarwood Wealth LLC | $6.1M | 110,397 | 4.64% | 3q | +17.0%+$890.2K |
| Boyce & Associates Wealth Consulting, Inc. | $6.1M | 110,235 | 4.25% | 7q | +2.0%+$118.8K |
| American Alpha Advisors, LLC | $6.1M | 109,221 | 3.28% | 5q | +3.6%+$210.8K |
| Lifestyle Asset Management, Inc. | $6.0M | 107,780 | 1.61% | 2q | +144.8%+$3.5M |
| KENNEDY INVESTMENT GROUP, INC. | $5.8M | 105,157 | 1.98% | 4q | +13.9%+$712.1K |
| Prota Financial, LLC | $5.7M | 104,206 | 3.78% | 2q | +1.2%+$69.7K |
| FOCUSED ALPHA, LLC | $5.6M | 101,643 | 1.45% | 3q | -11.6%-$739.9K |
| CHOREO, LLC | $5.6M | 100,455 | 0.06% | 2q | +7.4%+$386.6K |
| MML INVESTORS SERVICES, LLC | $5.5M | 99,334 | 0.01% | 3q | +68.3%+$2.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.3M | 95,717 | 0.03% | 3q | +16.9%+$769.6K |
| Whalen Wealth Management Inc. | $5.3M | 94,837 | 2.37% | 5q | -2.9%-$159.9K |
| DAVENPORT & Co LLC | $5.3M | 94,626 | 0.03% | 10q | +3.0%+$153.3K |
| Retirement Planning Group, LLC | $5.2M | 94,319 | 0.13% | 2q | +17.7%+$786.5K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $5.2M | 93,952 | 1.67% | 3q | +14.8%+$672.3K |
| HUB Investment Partners, LLC | $5.1M | 91,997 | 0.09% | 2q | +791.6%+$4.5M |
| Waverly Advisors, LLC | $5.1M | 91,876 | 0.03% | 5q | +8.6%+$403.7K |
| Wealthcare Advisory Partners LLC | $5.1M | 91,765 | 0.10% | 9q | +6.0%+$288.2K |
| Focused Wealth Management, Inc | $5.1M | 91,610 | 0.44% | 4q | HELD |
| Semus Wealth Partners LLC | $5.0M | 90,432 | 2.43% | 10q | +7.4%+$347.0K |
| EP Wealth Advisors, LLC | $5.0M | 89,270 | 0.02% | 3q | +167.2%+$3.1M |
| J.W. COLE ADVISORS, INC. | $4.9M | 88,258 | 0.08% | 5q | +39.3%+$1.4M |
| CITADEL ADVISORS LLC | $4.8M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| CAPTRUST FINANCIAL ADVISORS | $4.7M | 84,458 | 0.01% | 10q | +20.8%+$806.8K |
| Strategic Blueprint, LLC | $4.6M | 82,268 | 0.23% | 5q | +22.2%+$830.2K |
| JONES FINANCIAL COMPANIES LLLP | $4.5M | 81,808 | 0.00% | 3q | +136.6%+$2.6M |
| Lebenthal Global Advisors, LLC | $4.4M | 79,638 | 0.60% | 5q | +14.4%+$556.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $4.4M | 79,621 | 0.10% | 7q | +26.0%+$912.5K |
| Kingsview Wealth Management, LLC | $4.3M | 78,162 | 0.05% | 4q | -46.6%-$3.8M |
| Cannon Advisors, Inc. | $4.2M | 76,561 | 2.59% | 6q | +21.1%+$740.8K |
| Stillwater Wealth Management Group | $4.2M | 76,080 | 2.35% | 2q | +397.6%+$3.4M |
| NewEdge Advisors, LLC | $4.2M | 74,999 | 0.01% | 9q | +95.7%+$2.0M |
| Private Wealth Partners, LLC | $4.1M | 73,054 | 0.29% | 11q | -4.7%-$200.1K |
| RENAISSANCE TECHNOLOGIES LLC | $3.9M | 70,800 | 0.01% | 2q | +177.6%+$2.5M |
| Bank of New York Mellon Corp | $3.9M | 69,772 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $3.9M | 69,582 | 0.04% | 3q | +1.3%+$48.1K |
| Prosperity Financial Group, Inc. | $3.8M | 68,664 | 1.18% | 7q | +25.2%+$767.6K |
| Tandem Financial, LLC | $3.8M | 68,093 | 1.14% | 2q | +7.8%+$272.4K |
| Invst, LLC | $3.8M | 67,553 | 0.37% | 4q | +14.6%+$477.2K |
| Beacon Financial Advisory LLC | $3.8M | 67,535 | 0.74% | 6q | +17.0%+$546.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 66,591 | 0.06% | 5q | +10.0%+$336.9K |
| Gladstone Institutional Advisory LLC | $3.6M | 65,367 | 0.11% | 7q | +14.5%+$460.0K |
| American National Bank of Texas | $3.6M | 64,984 | 3.30% | 3q | -0.8%-$29.0K |
| Castle Rock Wealth Management, LLC | $3.6M | 65,111 | 0.70% | 8q | +2.5%+$86.3K |
| JPMORGAN CHASE & CO | $3.4M | 61,903 | 0.00% | 4q | +20.7%+$587.0K |
Showing the largest 100 of 361 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 150 | $441.9M | 7,912,540 | 20 | 87 | 21 | 0.0% |
| Q2 2026 | 361 | $2.7B | 47,988,752 | 59 | 196 | 49 | 0.2% |
| Q1 2026 | 321 | $1.8B | 35,636,096 | 55 | 169 | 52 | 0.2% |
| Q4 2025 | 284 | $1.5B | 29,045,112 | 89 | 131 | 32 | 0.1% |
| Q3 2025 | 202 | $1.1B | 20,427,219 | 69 | 95 | 19 | 0.1% |
| Q2 2025 | 143 | $677.1M | 13,591,424 | 50 | 61 | 24 | 0.0% |
| Q1 2025 | 104 | $360.8M | 7,769,450 | 28 | 55 | 12 | 0.0% |
| Q4 2024 | 77 | $242.9M | 4,895,264 | 21 | 33 | 8 | 0.0% |
| Q3 2024 | 52 | $142.0M | 2,893,227 | 12 | 31 | 6 | 0.0% |
| Q2 2024 | 43 | $107.4M | 2,265,424 | 17 | 20 | 2 | 0.0% |
| Q1 2024 | 28 | $47.7M | 1,014,781 | 18 | 5 | 0 | 0.0% |
| Q4 2023 | 9 | $10.9M | 248,340 | 9 | 0 | 0 | 0.0% |